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Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

IBM holding history

International Business Machines Corp in every 13F filed by Stone Point Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overviewAll 13F holders of IBMFull Q2 2026 holdings

Shares (Q2 2026)
1,496
Value
$420.7K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of IBM by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,496$420.7K0.1%−200−11.8%ReducedHolders
Q1 20261,696$411.1K0.1%−75−4.2%ReducedHolders
Q4 20251,771$524.6K0.1%+125+7.6%AddedHolders
Q3 20251,646$464.4K0.1%−350−17.5%ReducedHolders
Q2 20251,996$588.4K0.2%+400+25.1%AddedHolders
Q1 20251,596$396.9K0.1%+150+10.4%AddedHolders
Q4 20241,446$317.9K0.1%+253+21.2%AddedHolders
Q3 20241,193$263.7K0.1%00.0%UnchangedHolders
Q2 20241,193$206.3K0.1%+50+4.4%AddedHolders
Q1 20241,143$218.3K0.1%+1,143NewHolders